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2,029 hedge funds and large institutions have $145B invested in Intuit in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 767 increasing their positions, 817 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 5967 (+8)

0.53% more ownership

Funds ownership: 83.79%84.32% (+0.53%)

0% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 167

2% less capital invested

Capital invested by funds: $148B → $145B (-$3.49B)

6% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 817

2% less funds holding

Funds holding: 2,0622,029 (-33)

14% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.74B

Holders
2,029
Holders Change
-33
Holders Change %
-1.6%
% of All Funds
27.2%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.9%
New
167
Increased
767
Reduced
817
Closed
167
Calls
$2.35B
Puts
$2.74B
Net Calls
-$397M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$25.7M -$1.02M -1,693 -4%
TCM
327
Tran Capital Management
California
$25.4M -$2.52M -4,195 -9%
NYLIM
328
New York Life Investment Management
New York
$25.4M -$144K -239 -0.6%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$25.4M -$3.93M -6,551 -14%
ZIM
330
Zacks Investment Management
Illinois
$25.3M -$15M -24,979 -38%
RFC
331
Regions Financial Corp
Alabama
$25.2M -$20.3M -33,845 -45%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$25.1M +$4.65M +7,742 +23%
HPG
333
Harvest Portfolios Group
Ontario, Canada
$25.1M +$984K +1,638 +4%
MTC
334
McDaniel Terry & Co
Texas
$25M +$107K +178 +0.4%
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$24.9M -$1.13M -1,889 -4%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$24.9M -$954K -1,588 -4%
SMFG
337
Sumitomo Mitsui Financial Group
Japan
$24.7M +$3.75M +6,251 +18%
WDA
338
Wendell David Associates
New Hampshire
$24.6M +$108K +180 +0.5%
PFSRSONJ
339
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.4M
QCM
340
Quantinno Capital Management
New York
$24.4M +$8.64M +14,388 +57%
Federated Hermes
341
Federated Hermes
Pennsylvania
$24.4M -$2.2M -3,667 -8%
UB
342
UMB Bank
Missouri
$24.3M -$2.47M -4,120 -9%
GXJ
343
Global X Japan
Japan
$24M +$2.45M +4,083 +12%
VMPIC
344
Varma Mutual Pension Insurance Co
Finland
$23.9M -$1.86M -3,100 -7%
EMPI
345
Elo Mutual Pension Insurance
Finland
$23.8M +$7.93M +13,211 +52%
MWM
346
Moran Wealth Management
Florida
$23.6M -$379K -631 -2%
RT
347
Rockland Trust
Massachusetts
$23.3M +$997K +1,661 +5%
Public Employees Retirement Association of Colorado
348
Public Employees Retirement Association of Colorado
Colorado
$23.2M -$44.4K -74 -0.2%
WAM
349
Wilson Asset Management
Australia
$22.9M +$1.75M +2,921 +8%
DP
350
Dundas Partners
United Kingdom
$22.6M +$22.2M +36,888 New

INTU Hedge Fund Activity: Q1 2025 in Review

2,029 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q1 2025, worth a combined $145B — down 2.4% from $148B a quarter earlier.

Fund positioning in INTU was balanced in Q1 2025: 167 funds opened new positions, 167 closed out, 767 added to existing stakes and 817 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $681M. The largest seller was Fidelity Investments, cutting an estimated $816M.

  • 2,029 institutional investors held Intuit (INTU) as of Q1 2025, down from 2,062 in Q4 2024.
  • Funds reported $145B of Intuit stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 167 funds opened new Intuit positions in Q1 2025 and 167 closed out, a net change of 0 holders.
  • The largest Intuit buyer in Q1 2025 was JP Morgan Chase, an estimated $681M added.
  • The largest Intuit seller in Q1 2025 was Fidelity Investments, an estimated $816M sold.

Based on aggregated 13F filings for Q1 2025.